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National Bank Investments wins four Fundata FundGrade A+® Awards

January 29, 2018

National Bank Investments Inc. (“NBI”) won four awards at Fundata’s Annual Evening of Excellence held on January 25, 2018 in Toronto.

These awards recognize Canadian investment funds that have maintained an exceptional performance rating over the entire previous calendar year.

NBI was recognized for these top-performing investment solutions in their respective categories:

NBI Investment Solutions CIFSC Category
Meritage Global Balanced Portofolio Global Neutral Balanced
NBI Quebec Growth Fund Canadian Small/Mid Cap Equity
NBI U.S. Index Fund U.S. Equity
NBI Canadian All Cap Equity Fund Canadian Focused Equity
 
  

 

 

 

 

Please feel free to contact us if you have any questions.

 

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved.

Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund-Grade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit www.Fundata.com.

The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award.

For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.